Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
The fund delivered strong outperformance in Q4 2025 driven by rate positioning and currency exposure. The outlook remains constructive for 2026 as global policy easing and a weakening US dollar support emerging market local debt.
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The fund delivered strong outperformance in Q4 2025 driven by rate positioning and currency exposure. The outlook remains constructive for 2026 as global policy easing and a weakening US dollar support emerging market local debt.